UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$446B
AUM Growth
+$89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,434
New
Increased
Reduced
Closed

Top Buys

1
+$1.17B
2
+$851M
3
+$833M
4
MSFT icon
Microsoft
MSFT
+$802M
5
AMD icon
Advanced Micro Devices
AMD
+$676M

Top Sells

1
+$499M
2
+$159M
3
+$159M
4
LLY icon
Eli Lilly
LLY
+$150M
5
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$126M

Sector Composition

1 Technology 22.46%
2 Financials 10.98%
3 Consumer Discretionary 8.5%
4 Healthcare 7.58%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3651
$2.16M ﹤0.01%
52,266
-39,510
3652
$2.16M ﹤0.01%
719,822
+508,443
3653
$2.16M ﹤0.01%
242,485
+125,234
3654
$2.15M ﹤0.01%
154,111
+85,495
3655
$2.14M ﹤0.01%
311,734
-21,339
3656
$2.14M ﹤0.01%
23,212
+16,982
3657
$2.14M ﹤0.01%
29,350
+2,172
3658
$2.13M ﹤0.01%
396,145
+3,386
3659
$2.13M ﹤0.01%
208,886
+2,052
3660
$2.12M ﹤0.01%
213,768
+199,736
3661
$2.12M ﹤0.01%
872,375
+872,373
3662
$2.12M ﹤0.01%
527,729
+184,922
3663
$2.11M ﹤0.01%
25,569
+17,893
3664
$2.11M ﹤0.01%
290,819
+41,636
3665
$2.11M ﹤0.01%
67,324
+44,217
3666
$2.1M ﹤0.01%
802,607
+732,244
3667
$2.1M ﹤0.01%
91,531
+20,988
3668
$2.1M ﹤0.01%
12,693
-608
3669
$2.1M ﹤0.01%
54,795
+37,562
3670
$2.1M ﹤0.01%
48,856
+47,005
3671
$2.1M ﹤0.01%
184,473
+168,899
3672
$2.1M ﹤0.01%
27,497
+6,955
3673
$2.09M ﹤0.01%
502,756
+335,139
3674
$2.09M ﹤0.01%
222,029
+180,417
3675
$2.08M ﹤0.01%
66,914
-933
145 146
147
148 149